Fiscal Management - Performance Management Assessment Sample #7





Performance Management System:

Performance Assessments that include Fiscal Management:
Assessment 1 (5-point scale; IDP Comments)
Assessment 2 (3-point scale with Comments)
Assessment 3 (Manager Assessment; 360-Feedback)
Assessment 4 (3-point scale; Rating Limits)
Assessment 5 (3-point scale; Rating Limits)
Assessment 6 (5-point scale with Comments)
Assessment 7 (Comment Boxes Only; IDP)
Assessment 8 (Comment Boxes Only)
Assessment 9 (3-point scale with Letter Grade)
Assessment 10 (360-Feedback; Bonus/Merit Pay)
Assessment 11 (Core Values & Job Competencies)
Assessment 12 (4-point scale; 6 Comment Boxes)
Instructions:



Enter comments in each of the boxes below. Partially completed forms can be saved by using the Save/Still Working button at the bottom of the page. You may return at a later time to complete/edit the form. Your saved responses will be shown each time you re-visit the evaluation form. When you are certain that you have completed your responses and will be not making any changes, click the Complete button.



Part 1: Skills and Accomplishments


  1. Please enter detailed information regarding the completion or current status of your goals. Be sure to enter a goal description, completion status, achievements and outcomes, challenges and solutions, and any future actions you may want to take.



  2. Please detail any professional development activities you have engaged in, such as college courses, additional training, seminars, and trade magazine readings. Include the skills or knowledge gained, how they have contributed to your role, and any future development plans or goals you have.


Part 2: Job Competencies


Fiscal Management

Effective in using Company's resources. Provides budgeting and accounting support to the Company. Ensures others follow the correct rules and regulations on fiscal matters. Monitors expenses and verifies the need for items purchased.
How have you performed this competency and what are your plans for improvement in this area?

Creativity

Is creative and inspirational. Creates a lot of new ideas. Adds value to the department/organization. Develops solutions to challenging problems.
How have you performed this competency and what are your plans for improvement in this area?

Establishing Focus/Direction

Sets appropriate goals for employees. Functions well under stress, deadlines, and/or significant workloads. Stays focused even when under pressure and stress. Excellent at managing time.
How have you performed this competency and what are your plans for improvement in this area?

Performance

Able to organize work. Shown significant improvement in job performance. ...Overall Performance Works effectively in the department.
How have you performed this competency and what are your plans for improvement in this area?

Problem Solving

Understands the root causes of problems. Finds creative ways to get things done with limited resources. Works cooperatively with others to solve problems. Makes judgments based upon relevant information.
How have you performed this competency and what are your plans for improvement in this area?

Results Oriented

Holds self and others accountable for achieving results. Determines the best approach to achieving the expected results. Flexible and willing to change the strategy to better achieve the objectives. Pursues performance benchmarks despite obstacles and setbacks.
How have you performed this competency and what are your plans for improvement in this area?

Objectives

Able to organize work. Communicates goals and objectives to employees. Consistently provides me with timely feedback for improving my performance. Effectively organizes resources and plans
How have you performed this competency and what are your plans for improvement in this area?

Coaching

Provides clear, motivating, and constructive feedback. Addresses employee behavior problems effectively. Helps employees to understand responsibilities, authority, and expectations. Conducts regular performance appraisals and feedback.
How have you performed this competency and what are your plans for improvement in this area?

Part 3: Final Comments

Team Goals
What are your "team" goals for next year?


Professional Development Plans
What are your professional development plans for next year?


Overall Comments
What final comments do you wish to enter for your assessment?